IREN's 800MW in Australia, Zcash bug, and Google upscales to $84b

Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN’s massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism.

Timestamps:

00:00 Start

02:07 STRC down bad

05:03 IREN back to the AUS

13:37 Zcash bug with Janusz

28:20 Google upsizes deal

31:50 Jeff Park tweet

41:15 Joe Weisenthal thread

46:56 ERCOT & 4CP

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